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7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-26 |
Branch Locations
7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pennington Partners & Co., Llc | Bethesda | MD | 05/2026 | Present |
| Offit Capital | New York | NY | 06/2025 | 03/2026 |
| Ubs | Stamford | CT | 08/2016 | 05/2021 |
| Kore Private Wealth, Llc | New York | NY | 06/2021 | 03/2023 |
| Corient | New York | NY | 11/2022 | 06/2025 |
| Corient Services Llc | Miami | FL | 07/2023 | 06/2025 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2016-02-09 |
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